Brady Martz Wealth Solutions, LLC Purchases in Q4 2024

Brady Martz Wealth Solutions, LLC

  • $415 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
2.03K
New
$270.87 - $367.87 $551K - $748K
2.03K $658M
IXUS
Ishares Tr

ETFs
9.87K
New
$65.95 - $72.56 $651K - $716K
9.87K $646M
DE
Deere & CO

Industrials
1.45K
New
$389.45 - $466.0 $566K - $677K
1.45K $628M
UPS
United Parcel Service Inc

Industrials
4.83K
New
$122.65 - $138.35 $592K - $668K
4.83K $607M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.8K
New
$55.45 - $61.08 $598K - $658K
10.8K $596M
ACN
Accenture PLC

Technology
1.6K
New
$343.9 - $376.86 $551K - $603K
1.6K $559M
ISRG
Intuitive Surgical Inc

Healthcare
1.03K
New
$471.27 - $550.62 $484K - $566K
1.03K $554M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.91K
New
$264.18 - $304.19 $505K - $581K
1.91K $540M
AXP
American Express CO

Financial Services
1.8K
New
$267.35 - $305.57 $480K - $549K
1.8K $540M
JPIB
Jpmorgan International Bond Op

ETFs
11K
New
$47.26 - $48.47 $518K - $532K
11K $516M
MDU
Mdu Resources Group Inc

Industrials
27.2K
New
$15.1 - $30.28 $411K - $825K
27.2K $494M
Linde PLC
1.14K
New
N/A
1.14K $487M
AMD
Advanced Micro Devices Inc

Technology
4.15K
New
$118.88 - $172.8 $493K - $717K
4.15K $482M
Everus Constr Group
6.8K
New
N/A
6.8K $472M
MA
Mastercard Inc

Financial Services
829
New
$491.3 - $536.15 $407K - $444K
829 $422M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.26K
New
$46.07 - $48.17 $426K - $446K
9.26K $422M
XYLD
Global X Fds S&P 500 Covered C

ETFs
9.16K
New
$40.86 - $43.42 $374K - $398K
9.16K $384M
CMI
Cummins Inc

Industrials
1.02K
New
$324.93 - $383.42 $332K - $392K
1.02K $372M
ADBE
Adobe Inc.

Technology
899
New
$437.39 - $552.96 $393K - $497K
899 $371M
INTU
Intuit Inc

Technology
548
New
$602.01 - $706.25 $330K - $387K
548 $342M
WFC
Wells Fargo & Company

Financial Services
4.72K
New
$54.98 - $77.35 $260K - $365K
4.72K $336M
Lam Research Corp
4.45K
New
N/A
4.45K $334M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.19K
New
$61.52 - $66.5 $319K - $345K
5.19K $329M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.79K
New
$138.3 - $192.95 $248K - $346K
1.79K $327M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.29K
New
$238.25 - $261.28 $308K - $338K
1.29K $317M
VGT
Vanguard Information Technolog

ETFs
513
New
$571.78 - $647.97 $293K - $332K
513 $313M
IVW
Ishares S&P 500 Growth ETF

ETFs
3K
New
$94.43 - $105.47 $283K - $317K
3K $302M
SNPS
Synopsys Inc

Technology
569
New
$485.36 - $588.0 $276K - $335K
569 $279M
T
At&T Inc.

Communication Services
12.7K
New
$21.22 - $23.88 $269K - $303K
12.7K $276M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.75K
New
$55.73 - $66.16 $265K - $314K
4.75K $268M
GOOG
Alphabet Inc.

Communication Services
1.37K
New
$163.08 - $198.16 $223K - $271K
1.37K $261M
VBR
Vanguard Small Cap Value ETF

ETFs
1.29K
New
$197.36 - $217.3 $254K - $279K
1.29K $257M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.35K
New
$74.5 - $78.37 $250K - $262K
3.35K $247M
BMY
Bristol Myers Squibb CO

Healthcare
4.29K
New
$51.92 - $59.94 $223K - $257K
4.29K $239M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.48K
New
$96.64 - $101.23 $240K - $251K
2.48K $238M
CAT
Caterpillar Inc

Industrials
633
New
$360.37 - $416.88 $228K - $264K
633 $235M
BLDR
Builders First Source, Inc.

Industrials
1.46K
New
$142.93 - $198.25 $209K - $289K
1.46K $225M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.36K
New
$89.01 - $96.24 $210K - $227K
2.36K $213M
WMT
Walmart Inc.

Consumer Defensive
2.24K
New
$79.1 - $95.7 $177K - $215K
2.24K $204M
Activity Summary
Buys All Purchases 140 New Holdings 140 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Brady Martz Wealth Solutions, LLC Portfolio

Follow Brady Martz Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brady Martz Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Martz Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email